AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,972
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$2.56M
3
+$2.45M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.32M
5
LPX icon
Louisiana-Pacific
LPX
+$1.99M

Top Sells

1
+$24.9M
2
+$14.9M
3
+$9.69M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$8.91M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$7.94M

Sector Composition

1 Technology 8.03%
2 Healthcare 6.06%
3 Industrials 5.16%
4 Consumer Discretionary 4.72%
5 Financials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$41K ﹤0.01%
340
-50
902
$41K ﹤0.01%
765
-60
903
$41K ﹤0.01%
+700
904
$41K ﹤0.01%
3,849
-850
905
$41K ﹤0.01%
3,467
-19,080
906
$40K ﹤0.01%
477
907
$40K ﹤0.01%
635
908
$40K ﹤0.01%
1,400
+625
909
$40K ﹤0.01%
222
+21
910
$40K ﹤0.01%
685
+180
911
$40K ﹤0.01%
1,000
912
$39K ﹤0.01%
1,804
913
$39K ﹤0.01%
1,766
914
$39K ﹤0.01%
1,183
915
$39K ﹤0.01%
796
+281
916
$39K ﹤0.01%
404
917
$39K ﹤0.01%
1,945
918
$38K ﹤0.01%
1,012
-25
919
$38K ﹤0.01%
+1,822
920
$38K ﹤0.01%
1,200
921
$38K ﹤0.01%
905
922
$38K ﹤0.01%
262
-126
923
$38K ﹤0.01%
3,841
+70
924
$37K ﹤0.01%
469
-150
925
$37K ﹤0.01%
2,000
35 36
37
38 39